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Technology Stocks Aavid Thermal Technologies (AATT)

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To: AARON DIDICH who wrote (133)	6/1/1998 12:38:00 PM
From: mark bailey	of 185

I'm new to this thread and relatively new to AATT...but the way the stock is moving I may not stick around. I can't find any news to explain what looks like almost panic selling today. Down almost another 10% with over 140,000 share traded at 12 pm Monday. No other message boards I've checked seem to understand either. Anyone here have any thoughts???

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To: mark bailey who wrote (134)	6/1/1998 1:02:00 PM
From: DD™	of 185

INTC's announcement about their delay in the new generation of chips is causing a sympathetic selloff of AATT

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To: DD™ who wrote (135)	6/1/1998 2:37:00 PM
From: wpckr	of 185

The delay announced by INTEL was PRECEDED by the info that AATT had lost that business to fuji. The delay kind of negates the effect of that loss for a year. A lot can happen in a year to change all of that around. The market is correcting, and AATT was apparently over bought. I doubt it was this much over bought, but the stock was well advanced over the past 12 months. Scary though isn't it?

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To: wpckr who wrote (136)	6/1/1998 5:36:00 PM
From: AARON DIDICH	of 185

WPCKR, I am missing something here, I cannot find the news that preceded INTC's announcement. What gives? Was it loss of all of INTC business or just OEM contracts that will deal with laptops since this was what I thought was discussed previously? I bought more at 23 1/2 at 15:45 and still feel we are oversold with the general market and NASDAQ getting killed. Aaron

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To: AARON DIDICH who wrote (137)	6/1/1998 10:00:00 PM
From: wpckr	of 185

Aaron--This was limited to the laptop situation. No other business was mentioned. I do not recall where the article was but I think it was a newswire release. You probably made the right move buying more at that level.

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To: wpckr who wrote (138)	6/2/1998 3:03:00 PM
From: wpckr	of 185

Aaron-- check this newsy out. investor.msn.com quite bullish and there are also some other positive articles. I'm back in longer than before.

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To: wpckr who wrote (139)	6/2/1998 3:06:00 PM
From: DD™	of 185

Invalid Link. Could you repost the correct link?

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To: DD™ who wrote (140)	6/2/1998 3:18:00 PM
From: wpckr	of 185

DoubleD; Try this one, sorry about the first one. investor.msn.com The complete link would not come over in blue. You'll have to write it down or print it out or copy direct to the url address. url ends with "1998/06/02.BW1433"

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To: wpckr who wrote (141)	6/2/1998 6:00:00 PM
From: AARON DIDICH	of 185

Wpckr: Thanks got out today at 25 13/16 on the purchase yesterday, still long the other two purchases up to 29 1/16. Will buy the dip again if it does it. Aaron

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To: AARON DIDICH who wrote (142)	6/3/1998 10:20:00 AM
From: wpckr	of 185

Aaron--Yes! This is a solid stock. I was out and in overnight Monday and Tuesday, saving a couple of bucks on the drop and improving my position at purchase and an additional 100 shares. Good luck!

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